Really time consuming
Not an easy use app. Really fiddly and annoying. Absolute time consumer. Definitely not for the everyday person who wants to set budgets and have an easy categorising tool. The categorising itself every week takes ages and the budgeting tool - you spend ages fiddling and correcting. Not for me.
Hope the free version can connect to the bank in the future
Very easy to use but the UX is nice but UI is not the simplest. I hope I can see the past months spends, now I can only see past one month’s. And I hope in the future the free version can allow us to connect our bank account. Also I’d very much like to change the user named not the display name
Time for competition
Such a disappointing platform.
Difficult to tolerate much less love
Update: I’ve spent another few hours on this (no idea, probably 15-20 in total now) and I have given up and gone back to YNAB.
Honestly, it is beyond awful. Maybe, somewhere, there is something in here but honestly I don’t know. I run my own business so would like to think I’m not completely thick but this software makes me feel like the village idiot.
If you are from YNAB please, please look at reviews online first before you jump as this is honestly one of the most frustrating things I have ever done.
Original review:
I’ve moved over from YNAB to PocketSmith and I have to say, so far, so bad.
I was lured by the promise of bank integration and, in fairness it does this very well.
That’s probably where the good ends though and the bad begins. Honestly, I’ve been setting it up since what feels like the last age. It takes forever.
Even after owning it for a couple of months I still am not really close to getting what I want out of it (a budget).
I’ve got ChatGPT and Claude working around the clock and their standard answer to most things is “yeah, that’s just a limitation of PocketSmith” or “you’ve hit a well known frustration”.
Maybe the mobile app is amazing. Who knows, you have to configure it all on web and I will probably be dead before I complete that.
If your are on YNAB and thinking “I wonder if it’s worth the pain of moving so I don’t have to manually import transactions?” the answer is “would you jam a rusty knife in your own eye?”. Probably not.
Honestly, it is beyond awful. Maybe, somewhere, there is something in here but honestly I don’t know. I run my own business so would like to think I’m not completely thick but this software makes me feel like the village idiot.
If you are from YNAB please, please look at reviews online first before you jump as this is honestly one of the most frustrating things I have ever done.
Original review:
I’ve moved over from YNAB to PocketSmith and I have to say, so far, so bad.
I was lured by the promise of bank integration and, in fairness it does this very well.
That’s probably where the good ends though and the bad begins. Honestly, I’ve been setting it up since what feels like the last age. It takes forever.
Even after owning it for a couple of months I still am not really close to getting what I want out of it (a budget).
I’ve got ChatGPT and Claude working around the clock and their standard answer to most things is “yeah, that’s just a limitation of PocketSmith” or “you’ve hit a well known frustration”.
Maybe the mobile app is amazing. Who knows, you have to configure it all on web and I will probably be dead before I complete that.
If your are on YNAB and thinking “I wonder if it’s worth the pain of moving so I don’t have to manually import transactions?” the answer is “would you jam a rusty knife in your own eye?”. Probably not.
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Great App for managing my finances
A great product for having up to date information about my finances. Budgets are easy to set up and manage. I no longer need to manually enter my transactions into a money managing tool such as Money Dancer. Daily checking of all Bank Accounts transactions occur in one app which is great for monitoring any suspicious transactions. A bonus is the product is not US oriented and more suited to our local business environment in Australia.
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